Anne Arundel Estate Planning Council

Join us for the last Wine Down Wednesday of 2024! This exciting event offers the perfect opportunity to connect with fellow professionals in a relaxed, waterfront setting. Enjoy delicious appetizers, a cash bar, and the chance to build valuable connections with others in the industry. October 16, 2024 | 5:30 PM - 7:30 PM Carroll’s Creek Cafe https://bit.ly/4eFwysO Attention new and lapsed members: Register early for 2025, and your membership will cover the remainder of 2024 as well! A special thank you to our generous sponsor, CNR Insurance Inc, for making this event possible. #Networking #AAEPC #ProfessionalConnections #CommunityEngagement #ProfessionalAdvisors #EstatePlanning

Charitable Planning Can Help Ease Client Procrastination Procrastination is a very common human reaction to seemingly daunting tasks such as estate planning, tax planning, and financial planning. Unfortunately, clients who put things off for too long often miss opportunities to achieve their goals. CFAAC offers tips for using charitable giving as a gateway topic for bigger conversations about year-end planning. Read more: https://bit.ly/3Z9q8Od #CharitablePlanning #FinancialPlanning #CFAAC #YearEndPlanning

Gifts of Real Estate: Take the Proper Steps Gifts of real estate to a fund at the Community Foundation can work wonders for both the charitable causes your client supports as well as the client’s tax situation. However, there are critical important steps to take in the process in order to comply with tax laws. Read more: https://bit.ly/3WXYRg5

Upcoming Webinar: Understanding the Medicare Updates in the Inflation Reduction Act Join us for an informative session on the key changes coming in 2025 under the Inflation Reduction Act and how they will impact Medicare beneficiaries. Learn how these updates will affect your clients and what steps they may need to take to prepare. Date: Wednesday, October 23rd Time: 1:00 to 2:00 p.m. Speaker: David Prensky, Life & Senior Health Specialist at CNR Insurance Inc REGISTER HERE: https://lnkd.in/e5yb5BTt David Prensky brings years of experience in life and senior health insurance and will guide you through the essential updates. Don’t miss this opportunity to stay informed! This webinar is proudly sponsored by the Community Foundation of Anne Arundel County. #MedicareUpdates #InflationReductionAct #EstatePlanning #CFAAC #CNRInsurance #AnneArundelCounty

Member Spotlight: From Challenges to Opportunities: Zachary Reichenbach's Journey in Estate Planning We recently had the pleasure of sitting down with Zachary Reichenbach, Membership Chair of the Anne Arundel Estate Planning Council, to gain insights into his professional journey. Zachary shared his unique experiences, the challenges he has faced along the way, and his aspirations for the future. His passion for his work and commitment to excellence shine through in our conversation. Read more to explore Zachary's inspiring story and learn about the valuable contributions he is making to the field. https://bit.ly/3N92HNO

Join us for the last Wine Down Wednesday of 2024! This exclusive event offers the perfect opportunity to connect with fellow professionals in a relaxed, waterfront setting. Enjoy delicious appetizers, a cash bar, and the chance to build valuable connections with others in the industry. October 16, 2024 | 5:30 PM - 7:30 PM Carroll’s Creek Cafe https://bit.ly/4eFwysO Attention new and lapsed members: Register early for 2025, and your membership will cover the remainder of 2024 as well! A special thank you to our generous sponsor, CNR Insurance Inc, for making this event possible. #Networking #AAEPC #WineDownWednesday #ProfessionalConnections #CommunityEngagement #ProfessionalAdvisors #EstatePlanning

Counting Pennies: How to Counsel Frugal yet Charitable Clients The interplay between a client’s perception of personal wealth and charitable giving capacity presents interesting opportunities for client engagement. You may find yourself helping a client get comfortable with pursuing their charitable objectives while remaining secure in the knowledge that their financial plan is on track. Read more: https://bit.ly/3SLJd4W

Congratulations to?Ellen D. Shiery, CFP?, CDFA?!

Congratulations to James P. Nolan!

It’s not every day you gather 50 financial professionals across multiple disciplines to discuss the values of community, teamwork, and client service. On September 18th, the Anne Arundel Estate Planning Council hosted the How to Leverage Your Network luncheon at Yellowfin Steak and Fish House on the scenic South River. A diverse group of estate attorneys, financial advisors, and accountants heard from an esteemed panel about the Council’s origins, the benefits of membership, and its vision for building a stronger community. Special thanks to panelists Rich Wright, Christine Hubbard, Karen Whaley, and Frank Campbell for laying the cornerstones of the Council in 2012. And our deep appreciation to current AAEPC President Justin Roudiez for his leadership in sustaining the Council’s momentum and expanding this invaluable network. Mark your calendar for the Council’s next event on October 16th at Carrol’s Creek Cafe, generously sponsored by CNR Insurance Inc. https://lnkd.in/emmV4TDm